Morgan Stanley
MS- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000895421
In the last 90 days, Morgan Stanley insiders filed 0 open-market purchases and 3 sales; 2,745 institutions reported holding it in 13F filings for Q2 2026, worth $281.7B in total; superinvestors Viking Global Investors and Soros Fund Management hold it.
Other share classesMS.PAMS.PEMS.PFMS.PIMS.PKMS.PLMS.POMS.PPMS.PQ
13F holders, Q2 2025
Institutional positions in Morgan Stanley as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,209
- +132 vs. Q1 2025
- Shares held
- 1.35B
- −9.93M (−0.7%) vs. Q1 2025
- Total value
- $190.6B
- +$31.7B (+20.0%) vs. Q1 2025
- New holders
- 249
- 895 more added
- Sold out
- 117
- 772 more reduced
27 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,745 | $281.7B |
| Q1 2026 | 2,514 | $218.0B |
| Q4 2025 | 2,533 | $239.4B |
| Q3 2025 | 2,266 | $211.9B |
| Q2 2025 | 2,209 | $190.6B |
| Q1 2025 | 2,104 | $159.1B |
| Q4 2024 | 2,118 | $170.9B |
| Q3 2024 | 1,875 | $141.1B |
| Q2 2024 | 1,829 | $131.2B |
| Q1 2024 | 1,799 | $127.8B |
| Q4 2023 | 1,761 | $128.3B |
| Q3 2023 | 1,671 | $112.7B |
| Q2 2023 | 1,689 | $118.7B |
| Q1 2023 | 1,674 | $124.1B |
| Q4 2022 | 1,682 | $120.2B |
| Q3 2022 | 1,586 | $112.7B |
| Q2 2022 | 1,607 | $109.6B |
| Q1 2022 | 1,673 | $129.1B |
| Q4 2021 | 1,716 | $146.9B |
| Q3 2021 | 1,592 | $148.8B |
| Q2 2021 | 1,550 | $143.7B |
| Q1 2021 | 1,516 | $123.7B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Banco Bilbao Vizcaya Argentaria, S.A. | 171,344 | $24.1M | 0.22% | −112,713−39.7% | Reduced |
| Assetmark, Inc | 169,406 | $23.9M | 0.06% | +8,781+5.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 168,452 | $23.7M | 0.08% | +20,975+14.2% | Added |
| Captrust Financial Advisors | 168,430 | $23.7M | 0.05% | −453−0.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 167,560 | $23.6M | 0.05% | −212,226−55.9% | Reduced |
| Copeland Capital Management, LLC | 167,531 | $23.6M | 0.49% | −237−0.1% | Reduced |
| Yousif Capital Management, LLC | 166,900 | $23.5M | 0.25% | −2,727−1.6% | Reduced |
| SCS Capital Management LLC | 166,446 | $23.4M | 0.26% | +123,655+289.0% | Added |
| Achmea Investment Management B.V. | 166,148 | $23.4M | 0.30% | +20,515+14.1% | Added |
| Brown Advisory Inc | 164,931 | $23.2M | 0.03% | +8,867+5.7% | Added |
| Magellan Asset Management Ltd | 164,869 | $23.2M | 0.27% | +5,146+3.2% | Added |
| NFJ Investment Group, LLC | 164,569 | $23.2M | 0.81% | −9,928−5.7% | Reduced |
| Abner Herrman & Brock LLC | 163,426 | $23.0M | 2.57% | −56,659−25.7% | Reduced |
| Mutual of America Capital Management LLC | 162,873 | $22.9M | 0.25% | −2,760−1.7% | Reduced |
| MAI Capital Management | 162,634 | $22.9M | 0.16% | +1,246+0.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 161,094 | $22.7M | 0.07% | −2,961−1.8% | Reduced |
| Pittenger & Anderson Inc | 159,347 | $22.4M | 0.82% | −320−0.2% | Reduced |
| Lido Advisors, LLC | 158,510 | $22.3M | 0.12% | −8,740−5.2% | Reduced |
| Wesbanco Bank Inc | 158,507 | $22.3M | 0.66% | −590−0.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 158,208 | $22.3M | 0.04% | −13,011−7.6% | Reduced |
| ASR Vermogensbeheer N.V. | 158,196 | $22.3M | 0.29% | −18,789−10.6% | Reduced |
| Sanctuary Advisors, LLC | 157,698 | $22.2M | 0.14% | −3,038−1.9% | Reduced |
| RMB Capital Management, LLC | 155,609 | $21.9M | 0.42% | +24,809+19.0% | Added |
| Appleton Partners Inc | 154,906 | $21.8M | 1.54% | +168+0.1% | Added |
| CIBC World Markets Corp | 154,381 | $21.7M | 0.14% | +2,451+1.6% | Added |
| Bridger Management, LLC | 153,693 | $21.6M | 12.77% | −34,021−18.1% | Reduced |
| Blair William & Co | 153,663 | $21.6M | 0.06% | −3,436−2.2% | Reduced |
| HRT Financial LP | 152,061 | $21.4M | 0.09% | +152,061 | New |
| Wealthfront Advisers LLC | 151,699 | $21.4M | 0.06% | +23,856+18.7% | Added |
| GWM Advisors LLC | 149,984 | $21.1M | 0.11% | +5,787+4.0% | Added |
| Nissay Asset Management Corp | 149,282 | $21.0M | 0.12% | +460.0% | Added |
| Boston Trust Walden Corp | 148,233 | $20.9M | 0.15% | +145,810+6,017.7% | Added |
| Madison Asset Management, LLC | 146,288 | $20.6M | 0.22% | −9,046−5.8% | Reduced |
| Kestra Private Wealth Services, LLC | 146,103 | $20.6M | 0.30% | +1,497+1.0% | Added |
| Tiaa Trust, National Association | 145,794 | $20.5M | 0.05% | +101,039+225.8% | Added |
| Glenmede Investment Management, LP | 145,155 | $20.4M | 0.10% | +145,155 | New |
| Prudential PLC | 144,045 | $20.3M | 0.12% | +15,856+12.4% | Added |
| Lazard Asset Management LLC | 143,577 | $20.2M | 0.03% | −189,403−56.9% | Reduced |
| Telos Capital Management, Inc. | 143,372 | $20.2M | 2.06% | −674−0.5% | Reduced |
| Empowered Funds, LLC | 142,299 | $20.0M | 0.23% | +62,565+78.5% | Added |
| Nexus Investment Management ULC | 141,701 | $20.0M | 2.98% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 139,704 | $19.7M | 0.19% | −5,489−3.8% | Reduced |
| Argent Trust Co | 139,305 | $19.6M | 0.74% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 138,824 | $19.6M | 0.21% | −6,175−4.3% | Reduced |
| FineMark National Bank & Trust | 138,729 | $19.5M | 0.67% | −1,256−0.9% | Reduced |
| Midwest Trust Co | 137,482 | $19.4M | 0.27% | +137,482 | New |
| Woodline Partners LP | 133,620 | $18.8M | 0.10% | +29,079+27.8% | Added |
| Oak Harvest Investment Services | 131,010 | $18.5M | 2.31% | +4,129+3.3% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 130,757 | $18.4M | 0.52% | +111,932+594.6% | Added |
| Northwestern Mutual Wealth Management Co | 130,752 | $18.4M | 0.01% | −363−0.3% | Reduced |
| ARS Investment Partners, LLC | 130,510 | $18.4M | 1.34% | +128,810+7,577.1% | Added |
| OP Asset Management Ltd | 129,835 | $18.3M | 0.27% | +2,858+2.3% | Added |
| Panagora Asset Management Inc | 128,156 | $18.1M | 0.08% | −2,088−1.6% | Reduced |
| Capital Analysts, LLC | 123,803 | $17.4M | 0.58% | +5,722+4.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 121,960 | $17.2M | 0.06% | −14,265−10.5% | Reduced |
| PEAK6 LLC | 121,873 | $17.2M | 0.58% | −4,445−3.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 121,686 | $17.1M | 0.05% | +24,576+25.3% | Added |
| Grassi Investment Management | 120,050 | $16.9M | 1.35% | −700−0.6% | Reduced |
| Pacer Advisors, Inc. | 119,639 | $16.9M | 0.04% | +11,454+10.6% | Added |
| CWM, LLC | 118,528 | $16.7M | 0.06% | +1,228+1.0% | Added |
| Allspring Global Investments Holdings, LLC | 118,116 | $16.7M | 0.03% | +9,984+9.2% | Added |
| Generali Asset Management SPA SGR | 117,308 | $16.5M | 0.38% | −24,027−17.0% | Reduced |
| Nixon Peabody Trust Co | 116,999 | $16.5M | 1.28% | −687−0.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 116,744 | $16.4M | 0.16% | −34,643−22.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 116,466 | $16.4M | 0.07% | +9,675+9.1% | Added |
| Bokf, NA | 116,045 | $16.3M | 0.26% | −29,900−20.5% | Reduced |
| Orbis Allan Gray Ltd | 115,346 | $16.2M | 0.08% | +1,174+1.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 114,857 | $16.2M | 0.45% | −19,563−14.6% | Reduced |
| Janney Capital Management LLC | 113,400 | $16.0M | 1.03% | −1,420−1.2% | Reduced |
| Avantax Advisory Services, Inc. | 113,283 | $16.0M | 0.09% | +2,424+2.2% | Added |
| Elo Mutual Pension Insurance Co | 112,885 | $15.9M | 0.32% | +40,647+56.3% | Added |
| Kestra Advisory Services, LLC | 110,752 | $15.6M | 0.08% | +4,932+4.7% | Added |
| Cinctive Capital Management LP | 110,106 | $15.5M | 0.87% | −18,535−14.4% | Reduced |
| Twin Tree Management, LP | 109,749 | $15.5M | 0.39% | +108,163+6,819.9% | Added |
| BTC Capital Management, Inc. | 109,031 | $15.3M | 1.25% | −308−0.3% | Reduced |
| Lyell Wealth Management, LP | 108,280 | $15.3M | 1.20% | +4,909+4.7% | Added |
| Jane Street Group, LLC | 107,976 | $15.2M | 0.02% | +29,120+36.9% | Added |
| Level Four Advisory Services, LLC | 107,514 | $15.1M | 0.56% | +1,123+1.1% | Added |
| Oregon Public Employees Retirement Fund | 106,835 | $15.0M | 0.27% | +500+0.5% | Added |
| Quadrature Capital Ltd | 104,915 | $14.8M | 0.25% | +104,915 | New |
| Optiver Holding B.V. | 104,456 | $14.7M | 0.40% | −253,107−70.8% | Reduced |
| GW Henssler & Associates Ltd | 103,485 | $14.6M | 0.78% | +103,485 | New |
| NEOS Investment Management LLC | 102,962 | $14.5M | 0.18% | +21,405+26.2% | Added |
| Haverford Trust Co | 102,624 | $14.5M | 0.14% | +3,963+4.0% | Added |
| New Republic Capital, LLC | 102,569 | $14.4M | 5.12% | +177+0.2% | Added |
| Viking Fund Management LLC | 102,000 | $14.4M | 1.97% | +7,000+7.4% | Added |
| Stonegate Investment Group, LLC | 100,837 | $14.2M | 0.36% | +236+0.2% | Added |
| Lighthouse Investment Partners, LLC | 98,586 | $13.9M | 0.60% | +98,586 | New |
| Fiduciary Alliance LLC | 98,486 | $13.9M | 1.03% | −17,195−14.9% | Reduced |
| Illinois Municipal Retirement Fund | 97,775 | $13.8M | 0.19% | −1,454−1.5% | Reduced |
| Greystone Financial Group, LLC | 97,192 | $13.7M | 2.25% | −672−0.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 96,049 | $13.5M | 0.80% | +171+0.2% | Added |
| Howe & Rusling Inc | 95,785 | $13.5M | 1.00% | +2,784+3.0% | Added |
| Baxter Bros Inc | 95,664 | $13.5M | 1.65% | +5,669+6.3% | Added |
| Cornerstone Advisors, LLC | 95,200 | $13.4M | 0.46% | +6,400+7.2% | Added |
| Steward Partners Investment Advisory, LLC | 95,008 | $13.4M | 0.10% | +162+0.2% | Added |
| Socorro Asset Management LP | 94,697 | $13.3M | 4.45% | −6,213−6.2% | Reduced |
| Nomura Holdings Inc | 94,655 | $13.3M | 0.11% | −167,734−63.9% | Reduced |
| Dark Forest Capital Management LP | 94,587 | $13.3M | 0.54% | +48,763+106.4% | Added |
| DuPont Capital Management Corp | 94,101 | $13.3M | 1.42% | +10,882+13.1% | Added |